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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Goldstone is a financial advisor with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Jonathan has been in the financial services industry since August 1995. Jonathan specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional clients. Jonathan has a strong commitment to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/22/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
CA
08/11/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NEWBURY PARK CA)
MO
04/27/1994 - 04/09/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 10/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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